See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,098 | $148,534-64.9% | $135,903-61.7% | $139,434-62.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.19% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,205 | $5,243-38.9% | $4,856-34.0% | $4,751-32.5% |
| Participant deferral / active EE | $5,085 | $8,100-37.2% | $7,758-34.5% | $6,710-24.2% |
| Admin fee / account holder | $824 | $12,400-93.4% | $10,762-92.3% | $11,403-92.8% |